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Indiana University
Fidelity Investments® Workplace Savings
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It's Time to Prepare for Your Future

Start saving with an IU retirement plan today.

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Meet Your Consultants

Watch this short video featuring your Workplace Financial Consultants. Lori Matthews and Ben Apraez are available at no cost to Indiana University Employees and IU retirement plan participants.

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The Roth Option

Learn more about the Roth contribution option in IU's supplemental retirement plans - IU Tax Deferred Account (TDA) and IU 457(b) Retirement Plan.

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Register for NetBenefits®

Create your Fidelity NetBenefits® account to select your investments, name beneficiaries, view your balances, meet with a Workplace Financial Consultant, and more.

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Make Updates to My Account

Change My Investments

Update my fund choices or provider to help meet my financial goals. Login now.

Get Help with My Finances

Consultations are available at no cost to all Indiana University employees and IU retirement plan participants. Talk with a Workplace Financial Consultant to get help with your financial goals.

Name My Beneficiaries

You can spend a lifetime saving for the future. Take just a moment to ensure your hard work will benefit those who matter most.

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Next Steps

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Fidelity Investments 800-343-0860
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Schedule time with a financial professional to get help with your financial goals.

Before investing, consider the investment objectives, risks, charges, and expenses of the fund or annuity and its investment options. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Investing involves risk, including risk of loss.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

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